Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 747 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
20,000
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
19,838
shares
|
$1.09 Million
0.77% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
19,645
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
19,629
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,621
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,494
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2025
Added 82.05%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
19,219
shares
|
$1.06 Million
0.62% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
19,027
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
18,947
shares
|
$1.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
18,750
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
18,188
shares
|
$1 Million
0.37% of portfolio
|
Q2 2025
Added 50422.22%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
18,158
shares
|
$1 Million
1.25% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
18,132
shares
|
$998,891
0.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,050
shares
|
$994,374
0.05% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
17,993
shares
|
$991,234
0.61% of portfolio
|
Q1 2025
Added 202.66%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
17,975
shares
|
$990,242
0.35% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
17,963
shares
|
$989,581
0.09% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,699
shares
|
$975,037
0.58% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,628
shares
|
$971,126
0.22% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
17,585
shares
|
$968,757
0.73% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
17,507
shares
|
$964,460
0.14% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
17,339
shares
|
$955,205
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,236
shares
|
$949,531
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
17,187
shares
|
$946,831
0.03% of portfolio
|
Q1 2025
Reduced 96.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,833
shares
|
$927,329
0.03% of portfolio
|
Q4 2023
New holding
|